Administrative Coordinator

4 weeks ago

Orillia, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

Royal Bank of Canada is a leading investment and wealth management firm that consistently delivers exceptional results. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Orillia is seeking a highly skilled and detail-oriented individual to join our team as an Administrative Assistant.

By providing exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

What will you do?

  • Deliver exceptional client experience through the execution of client account administration, including account opening, account maintenance, and efficient resolution of client requests.
  • Maintain existing client accounts and identify opportunities to contact clients, ensuring timely and accurate management of account timelines and key dates.
  • Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date, and compliant.
  • Respond to client inquiries in a timely and understanding manner, addressing account transactions, requests, account documentation, and account reporting.
  • Assist the Advisor team in welcoming and onboarding new clients, providing a seamless and personalized experience.
  • Leverage your organizational skills to coordinate and prepare meetings for Advisors with their clients/prospects.
  • Utilize your problem-solving skills to provide proactive client service, addressing client concerns and resolving issues efficiently.
  • Effectively manage incoming communications from clients, Advisors, and other internal and external partners, ensuring timely and accurate response.
  • Update the team's communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters, to ensure accurate and up-to-date information.

What do you need to succeed?

Must-have

  • Strong skills in working with various business applications/technology, including proficiency in Microsoft Office and other relevant software.
  • High level of time management and organization skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Demonstrated skills in providing world-class client service, with a focus on professionalism, warmth, and friendliness.

Nice-to-have

  • Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH), demonstrating a strong understanding of industry regulations and best practices.
  • Knowledge of RBC Dominion Securities' systems and procedures, with the ability to navigate and utilize them effectively.
  • Experience in the securities industry, with a strong understanding of the sector and its challenges.

What's in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

  • A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
  • Leaders who support your development through coaching and managing opportunities, helping you grow and succeed in your role.
  • An opportunity to make a difference and have a lasting impact on the lives of others, working in a dynamic, collaborative, progressive, and high-performing team.
  • A world-class training program in financial services, equipping you with the skills and knowledge needed to succeed in your role.

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job Details

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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